Jay
Lizanich
Spc
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About this Advisor
Jay Lizanich is a financial advisor based in Easley, South Carolina, working with Spc. Jay has previously held positions at Flynn Wealth Management Group, Flynn Insurance Group, Ifs Securities, Sigma Financial Corporation, Sigma Planning Corporation, Voya Financial Advisors, Inc, and Presbyterian College. Jay has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Florida, Illinois, Maryland, Michigan, New York, North Carolina, Pennsylvania, South Carolina, and Texas. Currently, Jay is part of Spc, which operates out of Easley, South Carolina. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,562,939,194
470
30,541
$182,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jay Lizanich Work History
Sigma Financial Corporation
Sigma Planning Corporation
Ifs Securities
Flynn Wealth Management Group
Flynn Insurance Group
Voya Financial Advisors, Inc
Presbyterian College
Disclosures
Please visit the SEC profile of Jay Lizanich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
